Equitable, a leading financial services organization and principal franchise of Equitable Holdings, has announced the appointment of Jim Kais as the head of its Group Retirement business, effective April 1, 2024. Kais will report to Nick Lane, president of Equitable, and join the company’s operating committee. Kais succeeds Jessica Baehr, who was recently named president of Equitable Investment Management
“With nearly three decades of experience, Jim is a proven and respected leader in the retirement industry with a strong track record of transforming and growing businesses,” said Lane. “He deeply understands what plan sponsors need to help their employees build secure financial futures, whether they are public school administrators or small business owners. Jim is the right leader to help us build upon our privileged legacy of serving educators and help us grow our position in the small business retirement plan market.”
In this role, Kais will be responsible
